We have updated the workflow for transferring certificates to make the process clearer. You will also be able link certificates that have already been issued on Carta.

The major problems we want to fix:

1. Simplify data entry.
2. Clarify what happens after the transfer is processed in Carta.
3. Add functionality to connect certificates that are already issued on Carta.
4. Reduce duplicate stakeholders from being created.

There are three types of transfers that can be entered on Carta. For each transfer, the stakeholders must already exist in Carta.

1. Full transfer

Transfer the full amount of certificate to one or multiple stakeholders. The original certificate will be marked as transferred, and new certificates will be issued.

2. Partial transfer

Transfer a portion of a certificate to one or multiple stakeholders. The original certificate will be marked as transferred, and the balance of the untransferred shares will be reissued to the original stakeholder as a new certificate.

Learn more about Full and Partial transfers>

3. Correct details for a past transfer

This type of transfer can only be used for linking certificates that are already cancelled with outstanding certificates. You are able to correct certificates that were part of a historical transfer, that is not currently reflected on Carta. Link the original certificate and the certificate(s) resulting from the transfer. No new certificates will be issued.

Learn more about correcting past transfers >

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Overview of steps

1.Enter transfer information:

2.Fill in details:

3.Confirm transfer: